System and method for providing data and application continuity in a computer system

ABSTRACT

A system and method for providing or maintaining data and application continuity in a computer system. According to an embodiment, the system comprises a communication interface for a client system, a network layer for receiving data from the client system, a hardware infrastructure for creating instances of the client system for replicating data, and an applications module for executing one or more applications on the replicated data. According to a further aspect, the system includes a portal and user interface configured for providing a remote user with control, audit and other functions associated with the user&#39;s system configuration. According to another aspect, the portal and user interface provides access and control based on user privileges for a multi-tenant, multi-instant architecture or configuration.

CROSS REFERENCE TO RELATED APPLICATIONS

This application is a continuation of U.S. application Ser. No.12/940,600, filed Nov. 5, 2010, now U.S. Pat. No. 9,002,786, issued Apr.7, 2015, entitled “System and Method for Providing Data and ApplicationContinuity in a Computer System;” which is a Continuation of ApplicationNo. PCT/CA2009/000454, filed Apr. 8, 2009, entitled “System and Methodfor Providing Data and Application Continuity in a Computer System;”which is a continuation of U.S. application Ser. No. 12/099,367, filedApr. 8, 2008, now U.S. Pat. No. 8,135,838, issued on Mar. 13, 2012entitled “System and Method for Providing Data and ApplicationContinuity in a Computer System,” all of which are incorporated byreference in their entirety herein.

FIELD OF THE INVENTION

The present application relates to computer systems, and moreparticularly to a system and methods for maintaining data and/orapplication continuity in a computer system for a business orenterprise.

BACKGROUND OF THE INVENTION

The uptime of the computer systems and data infrastructure for abusiness is critical to the operation of the enterprise. Equally or evenmore important is the recovery from a crash or system interruption. Ithas been estimated that at least 50% of a company's intellectualproperty resides in it email system.

Accordingly, there remains a need for improvements in the art formaintaining business data continuity.

BRIEF SUMMARY OF THE INVENTION

The present invention is directed to a method and/or system formaintaining data and/or application continuity in a computer system fora business or enterprise.

According to an aspect, there is provided a system for providing datacontinuity for one or more client systems, the system comprises: acommunication interface configured to receive data from the one or moreclient systems; a security infrastructure configured to authorizecommunication with the one or more the client systems; a hardwareinfrastructure comprising a replication engine configured to create oneor more virtual servers, and the one or more virtual servers beingconfigured for storing at least some of the data received from the oneor more client systems; and an applications module configured to run oneor more application programs on some of the data received from one ofthe client systems, and the one or more application programscorresponding to application programs on the client system.

According to another aspect, there is provided a system for providingdata continuity for a plurality of client systems, the system comprises:a communication interface configured to receive data from the clientsystems; a security infrastructure configured to authorize communicationwith the client systems; a hardware infrastructure comprising areplication engine configured to create one or more virtual servers, andthe one or more virtual servers being configured for storing at leastsome of the data received from the client systems; and a portalconfigured for providing an entity access to the virtual serversassociated with one or more of the client systems, and the access beingbased on credentials associated with said entity.

According to another aspect, there is provided a method for providingdata continuity for one or more client systems, the method comprises:receiving data from the one or more client systems; providing areplication engine configured to create one or more virtual servers, andthe one or more virtual servers being configured for storing at leastsome of the data received from the one or more client systems; andrunning one or more application programs on some of the data receivedfrom one of the client systems, and the one or more application programscorresponding to application programs running on the client system.

Other aspects and features of the present invention will become apparentto those ordinarily skilled in the art upon review of the followingdescription of embodiments of the invention in conjunction with theaccompanying figures.

BRIEF DESCRIPTION OF THE DRAWINGS

Reference will now be made to the accompanying drawings which show, byway of example, embodiments of the apparatus and methods describedherein, and how they may be carried into effect, and in which:

FIG. 1 shows in schematic form a system for maintaining business datacontinuity according to an embodiment of the present invention and inthe context of an exemplary operating environment;

FIG. 2 shows in block diagram form an exemplary client system for thedata continuity system of FIG. 1;

FIG. 3 shows in block diagram form an Internet interface for the datacontinuity system of FIG. 1 according to an embodiment of the invention;

FIG. 4 shows in block diagram form a security infrastructure for thedata continuity system of FIG. 1 according to an embodiment of theinvention;

FIG. 5 shows in block diagram form an internal network structure for thedata continuity system of FIG. 1 according to an embodiment of theinvention;

FIG. 6 shows in block diagram form a hardware virtualization structurefor the data continuity system of FIG. 1 according to an embodiment ofthe invention;

FIG. 7 shows in block diagram form a control platform for the datacontinuity system of FIG. 1 according to an embodiment of the invention;

FIG. 8 shows in diagrammatic form a system for maintaining business datacontinuity and a control system and management portal according to anembodiment of the present invention and in the context of an exemplaryoperating environment;

FIG. 9 is a screen shot of a portal log-in window or screen for thecontrol system and management portal of FIG. 8 according to anembodiment of the present invention;

FIG. 10 is a screen shot of a search and management window or screen forthe control system and management portal of FIG. 8 according to anembodiment of the invention;

FIG. 11 is a screen shot of a screen configured for managing/controllinga customer or client associated with an entity configured in the controlsystem and management portal of FIG. 8 according to an embodiment of thepresent invention;

FIG. 12 is a screen shot of a screen configured for managing/searchingand accessing customer data for the control system and management portalof FIG. 8 according to an embodiment of the invention;

FIG. 13 is a screen shot of a screen configured for accessing andcontrolling clients or customers associated with an exemplary entityconfigured in the control system and management portal of FIG. 8according to an embodiment of the invention; and

FIG. 14 is a screen shot of a screen configured for accessing andcontrolling the Readiness Assessment tool for the control system andmanagement portal of FIG. 8 according to an embodiment of the invention;

Like reference numerals indicate like or corresponding elements in thedrawings.

DETAILED DESCRIPTION OF THE EMBODIMENTS

Reference is first made to FIG. 1, which shows a system 100 according toan embodiment to the present invention and in the context of anexemplary operating environment comprising a plurality of clientsystems, with one client system being depicted in FIG. 1 and indicatedgenerally by reference 10. In the context of the present description,the system 100 comprises a system for configuring, storing anddelivering data (e.g. business data), and a control platform formaintaining and managing the data and/or applications for providingbusiness data continuity, as will be described in more detail below. Inthe present description, the system 100 is referred to as a businessdata and application continuity system (and method), or in thealternative, a data continuity system 100.

The data continuity system 100 comprises a networking layer orinfrastructure 120, a hardware layer or infrastructure 140, a softwarelayer or infrastructure 160, an application module or components 180,and an archive components or module 190. The exemplary client system 10comprises client workstations 12, one or more servers 14, and a networkstructure 16. The functionality and operation of the data continuitysystem 100 is described in more detail below.

The networking layer 120 includes a network communication interfaceindicated generally by reference 130. The network communicationinterface 130 is configured to provide communication with the clientsystem 10 via the Internet 20 and/or via a virtual private network (VPN)or wide area network (WAN) communication pathway or structure 30. Thenetworking layer 120 and network communication interface 130 aredescribed in more detail more.

As shown in FIG. 1, the data continuity system 100 includes a portalindicated by reference 170. The portal 170 provides an interface to theInternet 20 and provides users, i.e. subscribers or clients, access tocertain applications and tools in the software layer 160. The datacontinuity system 100 also includes an internal network indicated byreference 150, which is described in more detail below with reference toFIG. 5. According to an embodiment, the internal network 150 comprisesan infrastructure for providing/defining a plurality of private clientor production networks. As will be described in more detail below, theinternal network infrastructure 150 is used to configure a clientprivate (“production”) network for each client of the system 100.

Reference is next made to FIG. 2, which shows the client system 10 infurther detail. As described above, the client system 10 comprises oneor more client workstations 210, client servers 220, and a clientnetwork 230. The client workstations comprise desktop computer systems,e.g. Windows XP workstations, which are resident on the client network230. The client server 220 comprises one or more servers, including, forexample, a Mail server such as Microsoft Exchange™ system, Databaseservers, such as MS SQL™ servers, an Active Directory server(s), anApplication server(s) such as MS GreatPlains™ server(s), and/or a Fileserver(s), such as a MS Server 2003™ server(s). The client network 230is configured to provide a network configuration for the clientworkstations 210 and the client servers 220 via an Internet connection(i.e. a standard offering Internet Service Provider or ISP) and/orrouter device connecting the Internet 20 to a local area network (LAN).

As shown in FIG. 2, each of the client servers 220 includes areplication agent or engine according to an embodiment of the inventionand indicated generally by reference 222. According to an embodiment,the replication engine 222 runs as a service under the operating systemfor the server 220 and is configured to capture stored data and transferthe captured data to replication servers running in the business datacontinuity system 100 as described in more detail below with referenceto FIG. 8. According to an embodiment, the replication engine 222 isinterchangeable with multiple forms of software replication engines.According to an embodiment, the replication engine 222 is configured towork with multiple application formats such as Mail, Database,Application and File systems from various vendors such as Microsoft andOracle. Commonly referenced as “Client servers”, these systems can beeither physical or virtualized systems on the network.

In the context of the present description, the client workstations 210are configured for information (data) creation and retrieval. Accordingto another aspect, the client workstations 210 are configured to accessthe portal 170 (FIG. 1) for the data continuity system 100. In knownmanner, the client workstations 210 may be configured with MicrosoftWindows XP™, Linux™, Macintosh™ and other operating systems.

According to an embodiment, the client network 230 comprises acombination of networking devices that are configured to provide aninfrastructure layer to the client network 230 and also an interface orgateway to the networking layer 120 (FIG. 1) of the data continuitysystem 100. The networking devices comprise “routers, modems or accessdevices” and are configured/connected in known manner to provide theInternet connectivity and network communication capability between theclient workstations 210 and the client server 230 devices and the datacontinuity system 100. According to an embodiment, direct connectivitybetween the client system 10 (FIG. 1) and the data continuity system 100is provided by a standard WAN VPN capable router as indicated byreference 32 in FIG. 1.

Reference is next made to FIG. 3. The Internet in known manner comprisesinterconnected networks which span the globe and provide access to theusers connected to them with services and information available both onpublic servers as well as private servers. In the context of the presentdescription, the Internet configured communication interface 130(FIG. 1) provides the capability for the client system 10 (FIG. 1) andother remote clients and/or servers to access and transfer data directlyinto the data continuity system 100, as will be described in more detailbelow.

According to an embodiment and as shown in FIG. 1, the clientworkstations 12 are configured to connect remotely to the businesscontinuity data system 100 through the Internet 20, as opposed throughthe client network 16, i.e. the WAN 30 and the VPN router 32, Accordingto another aspect, the Internet 20 provides access to an Internet user40 (FIG. 1), i.e. a remote user, or a user without a directly connectedsystem to the client network 16, who wishes to view or access theinformation hosted on the client server(s) 14.

Reference is made back to FIG. 3. According to another aspect, theInternet 20 provides access to public servers, i.e. servers on theInternet which are trying to exchange information with the clientservers 14 (FIG. 1) in some specified format. This typically takes theform of email, database queries or website searches. An email servercomprises a typical example of such a server. According to anotherembodiment, the communication interface 130 (FIG. 1) is configured tosend and receive information in multiple formats with external andpublicly hosted systems such as email servers, websites and databasesystems, as indicated by reference 50 in FIG. 1 and the reference 310 inFIG. 3. For example, such systems typically comprise desktop machines,notebook computers and/or mobile wireless communication devices orPDA's, that are configured to access data on the client servers 14through the Internet 20. According to this aspect, servers coupled tothe Internet are capable of sending and receiving communications in awide variety of formats to the hosted servers and systems associatedwith the data continuity system 100, as represented by reference 320 inFIG. 3.

According to another aspect, the data continuity system 100 includes aportal indicated by reference 170 in FIG. 1. The portal 170 isconfigured as a public portal or interface to provide publicly availableaccess, i.e. via the Internet 20, to certain private control and/orsetup functions in the data continuity system 100, as will be describedin more detail below. According to an embodiment, the portal 170comprises a secured website, having a secured website page available onthe Internet, for example, with URL www.geminare.com. As will bedescribed in more detail below, the portal 170 and secured webpagemechanism provides access to authorized users and the ability to manageand control all their systems from any publicly available system 40(FIG. 1), as will be described in more detail below with reference toFIG. 7.

Reference is next made to FIG. 4, which shows an embodiment of asecurity infrastructure 400. The security infrastructure 400 isconfigured in the networking layer 120 (FIG. 1) and provides securityfunctions including, inbound Internet access, firewalling, security,remote access, spam prevention and virus filtering control systems forthe business data continuity system 100 (FIG. 1). According to anembodiment, the security infrastructure 400 comprises a public networklayer 410, a security layer infrastructure 420, and an authenticationinfrastructure 430. According to an embodiment, the public network layer410 is implemented or configured using Cisco™ brand or equivalenthardware based router devices. The security layer infrastructure 420 isimplemented or configured using a Cisco™ brand or equivalent hardwarebased Intrusion Detection, Spam Filtering and Virus Control devices.According to an embodiment, the authentication infrastructure 430 isimplemented or configured using a Cisco™ or equivalent hardware andsoftware based authentication server which is able to communicate with aMicrosoft Active Directory RADIUS™ server or equivalent.

In operation, the security infrastructure 400 provides multiple levelsof hardware-based security, and comprises a rules-based hardwareconfiguration for filtering and authenticating all inbound traffic intothe data continuity system 100. According to an embodiment, all inboundand outbound traffic that comes via the Internet 20 or from an internalnetwork 500 (FIG. 5) pass through the security hardware and the rulesare applied to pass or block the traffic.

Referring again to FIG. 4, the public network infrastructure layer 410is intended for inbound and outbound traffic over the Internet 20. Thepublic network infrastructure layer 410 is configured to accept allinbound packets into the data continuity system 100 and to transmit allpackets out of the data continuity system 100. According to anembodiment, the public network infrastructure layer 410 is implementedin the form of a router system comprising routing tables for theInternet domains and is configured to define where traffic should betransmitted. According to a further aspect, the public networkinfrastructure layer 410 is implemented in a fault tolerantconfiguration and provides a failover to a second device without anyinterruption of service and controls a secondary backup Internetconnection for handling the traffic.

As depicted in FIG. 4, traffic from the public network infrastructurelayer 410 is passed or handled by the security layer infrastructure 420.The security layer infrastructure 420 is configured to provide bordercontrol and security filtering. According to an embodiment, the securitylayer infrastructure 420 determines traffic to be allowed to passthrough into the data continuity system 100 and traffic to be blocked ordiscarded from passing through to the data continuity system 100, basedon one or more rule settings. According to an embodiment, the securitylayer infrastructure 420 is implemented in the form of a “Router” or“Firewall” device and is configured to provide intrusion detectioncontrols, spam management and filtering, and virus containment andelimination functions. According to another aspect, the security layerinfrastructure 420 is implemented in a redundant configuration toprovide failover to a secondary standby system with no interruption.Once the traffic has been reviewed and allowed to pass by the securitylayer infrastructure 420, it is passed to the authenticationinfrastructure layer 430.

The authentication infrastructure layer 430 is configured to pass orroute the traffic from the security layer infrastructure 420 based on aset of rules to a resource or module in the data continuity system 100via the internal network 150 (FIG. 1). (The internal network 150according to an embodiment is described in more detail below withreference to FIG. 5.) The authentication infrastructure layer 430 may beimplemented in both software and hardware. According to an embodiment,the authentication infrastructure layer 430 is configured to function inconjunction with the security layer infrastructure 420 to control anetwork within the internal network 150 for the traffic through avirtual network configuration table, i.e. VLAN's. According to anotheraspect, the authentication infrastructure layer 430 is configured tofunction as an “authentication server” for remote access to the virtualmachine (VM) servers 620, which are described in more detail below withreference to FIG. 6.

According to another aspect, the authentication infrastructure layer 430functions as a gateway between the security layer infrastructure 420 andthe network definition 750 (FIG. 7) which runs on the control platform700 (FIG. 7) as described in more detail below. According to anembodiment, the authentication infrastructure layer 430 is configured toprocess remote users based on their current and active credentials whichare stored on the control platform 700 (FIG. 7), the network definitionsmodule 750 (FIG. 7), and the software application components 180 (FIG.1). The authentication infrastructure layer 430 is configured to managecommunication between the above components and authenticates thecommunication to ensure that it is valid and appropriate, and thenauthorizes the security layer infrastructure 420 to provide access tothe appropriate client private network in the internal network 150 inthe data continuity system 100.

Reference is next made to FIG. 5, which shows the internal network orinfrastructure 150 according to an embodiment of the invention. Theinternal network is indicated by reference 500 in FIG. 5 and accordingto an embodiment comprises a shared network infrastructure 510 and aprivate network infrastructure 520. According to an embodiment, theshared network infrastructure 510 is implemented using a network layer 2switch configuration. The private network infrastructure 520 isimplemented using a network VLAN capable switch. The private networkinfrastructure 520 comprises a plurality of VLAN's and according to anembodiment, a private VLAN is configured for each client. In operation,the internal network 500, and the private VLAN's provide the capabilityfor a multitude of clients to run on the shared hardware infrastructure140 (FIG. 1) and the networking infrastructure 120 (FIG. 1), whilemaintaining complete security and separation between each client.

According to another aspect, the internal network 150 includes amanagement network. The management network runs on the sameinfrastructure and is configured to provide the data continuity system100 with access and the capability to interact with each of the clientnetworks and servers directly from a centralized location. According toan embodiment, the management network is configured as a VLAN andprovides communication with each of the client VLAN's 520. However, toensure security, each of the VLAN's cannot communicate directly with themanagement VLAN.

Reference is next made to FIG. 6, which shows a hardware virtualizationlayer 600 according to an embodiment of the invention. The hardwarevirtualization layer 600 resides within the hardware infrastructure 140(FIG. 1) of the system 100 and is configured according to an embodimentto provide the functionality to run a very large number of clientenvironments and servers within virtualized instances. According to anembodiment, the hardware virtualization layer 600 is configured toprovide multiple levels of redundancy and flexibility when deploying ormodifying client servers or networks.

According to an embodiment and as depicted in FIG. 6, the hardwarevirtualization layer 600 comprises a hardware virtualization control 610and a hardware virtualization platform 620. The hardware virtualizationcontrol 610 is configured to manage the client environments within avirtualized structure. According to an embodiment, the hardwarevirtualization layer 600 is configured to perform disk assignment andusage, networking assignment and management, and resource allocation,such as memory, CPU and other allocations.

According to an embodiment, the hardware virtualization control 610 isconfigured to manage allocation of resources in the hardwarevirtualization platform 620. The resources for allocation include diskstorage, memory and CPU and has a direct relation to the control of thevirtualized environment instances. According to an embodiment, thehardware virtualization platform 620 is configured to have directcontrol over the hardware resources such as disk, memory and CPU(without much regard for the configuration of them), i.e. the hardwarevirtualization platform 620 comprises the responsible mechanism in thedata continuity system 100 for communicating with the hardware layer.

According to an embodiment, the hardware virtualization control 610 isimplemented with IBM xSeries Servers and a VMWare Virtual Center, or anyhardware platform capable of natively supporting virtualized instancesand corresponding software or platform designed to run a mass number ofvirtual machines (VM's) on a single device (i.e. “one physical box”).According to an embodiment, the hardware virtualization platform 620 isimplemented using IBM xSeries Servers and VMWare ESX Server Software.According to an embodiment, the hardware virtualization layer 600 isconfigured to support approximately 4000 clients configured withhardware resources. The particular implementation details will be withinthe understanding of one skilled in the art.

Reference is next made to FIG. 7, which shows a control platformaccording to an embodiment of the invention and indicated generally byreference 700. As will be described in more detail below, the controlplatform 700 is configured according to an embodiment to provide thefollowing functions for the data continuity system 100: an interfacefunction, a definition function, a control function, a reportingfunction, a logging function and an alerting function. According to anembodiment, the control platform 700 provides an interface for clientsand the capability to directly call hardware and software componentswithin the data continuity system 100 based on user requests. Accordingto another embodiment, the control platform 700 includes a rules-basedmechanism, which allows a user to configure a data continuity process byperforming a “Readiness Assessment” survey or audit.

The functionality and features associated with the control platform 700are summarized in Table I as shown below:

TABLE I Control Platform Portal Server Website Entrance Data CollectionClient Audit/Readiness Assessment (710) Point Primary Reporting (720)Logging Contact Network Server Archive Support Management (730)Definition Definition Definition Definition Enablement (780) Sections(740) (750) (760) (770) Section Capability Storing/Searching AuditAuthentication Remote Server Archive Capability #1 (722) Logging Control(742) Access Creation Creation Enablement (782) (732) (752) (762) (772)Section Capability Interpretation Action Alert Control ReplicationServer Archive Capability Control #2 (724) Monitor (744) (754)Validation Storage (784) (734) (764) (774) Section Capability Recording(726) Server #3 Control (766) Section Capability Display (728) #4References in Table I correspond to references or like elements in FIG.7.

As shown in FIG. 7, the control platform 700 comprises the followingmodules; a client readiness assessment audit module 710, a datareporting module 720, a logging and audit module 730, a contactdefinition module 740, a network definition module 750, a serverdefinition module 760, an archive definition module 770, and a supportenablement module 780. According to an embodiment, aspects of thecontrol platform 700 are implemented and configured in the form of auser interface which is accessed via the portal 170 (FIG. 1). A userinterface and configuration according to an embodiment is described inmore detail below with reference to FIGS. 9 to 14.

According to an embodiment, the client audit and readiness assessmentmodule 710 is configured as an online tool that collects client serverand network information using, for example, an interactive survey formor questionnaire which is presented to the user via the portal 170. Thecontrol platform 700 includes one or more processes that process thecollected data and generate a server and network configuration for theuser. According to an embodiment, the client audit and readinessassessment is accessed through a web browser (e.g. MS Internet Explorer)online at the portal 170.

The data reporting module 720 is configured for data collection andclient reporting. According to an embodiment, the data reporting module720 comprises a storing and searching engine 722, an interpretation andanalysis engine 724, a recording and archiving engine 726, and a displayand report engine 728.

The storing and searching engine 722 is configured to provide live orinstantaneous feedback on the status of the replication data for aclient within the data continuity system 100, for example, via theinterface in the portal 170 (FIG. 1). According to another aspect, thestoring and searching engine 722 is configured to allow a user to searchboth current and historical data i.e. data that has been processed overtime, for example, replicated data for MS Exchange server over the past12 hours is 12345 GB.

The interpretation and analysis engine 724 is configured with a set ofintelligent business rules that are designed to interpret thereplication data that has been stored, i.e. archived, and report backthe status of the data to the end user client. According to anembodiment, the interpretation and analysis engine 724 is configured tointerpret the business rules through calculations that are designed tocompare the data that is on the primary client server(s) 14 (FIG. 1)with the replication servers running on the hardware virtualizationlayer 140 (FIG. 1). An exemplary report may comprise: “MS Exchangeserver is OK and 100% in sync with the primary server”.

The recording and archiving engine 726 is configured to record theresults generated by the interpretation and analysis engine 724, whichcan be very important for clients and companies that require documentedvalidations that the services were functioning properly at specificperiods of time. According to an embodiment, the recording and archivingengine 726 is responsive to a request through the storing and searchingengine 722. An exemplary data output from recording and archiving engine726 may comprise: “MS Exchange server is OK and 100% in sync on Dec. 31,2007 with the primary server”.

The display and report engine 728 is configured to provide an immediatevisual representation to the client about the status of theirreplication servers. According to an embodiment, the display engine 728is responsive to the interpretation engine 724 and displays a green,yellow or red indicator for each replica server. For example, a greenindicator, e.g. a “green light” indicates that the replica server forthe MS Exchange server is in sync with the client production server 14(FIG. 1).

The logging and audit module 730 is configured for audit data collectionand monitoring. According to an embodiment, the logging and audit module730 comprises an audit logging engine 732 and an action monitoringengine 734.

The audit logging engine 732 is configured to log and record all actionswith the portal 170 for the data continuity system 100. It will beappreciated that this provides a SaaS (Software as a Service) compliantsystem process. According to an aspect, the logged data/actions includechanges to contact data, server data, control systems and audits.Exemplary data generated by the audit logging engine 732 may take thefollowing form: “Administrator Geminare Admin, logged into this accounton Jan. 15, 2008 at 3:33 pm and updated the address information”.

The action monitoring engine 734 is configured to provide a SaaS(“Software as a Service”) compliant system and documentation concerningthe state of the server systems in the hardware virtualization platform620 (FIG. 6) at specific times. According to an embodiment, all changesof server states are monitored and recorded in an action log. Accordingto another aspect, the action monitoring engine 734 is configured toprovide intelligent processing of the server state information in orderto inform the users of the server and any corrective action which shouldbe taken. Exemplary data generated by the action monitoring engine 734may take the following form: “MS Exchange server state was changed fromPaused to Replicating at 3:34 pm on Jan. 13, 2008 by Geminare Adminuser”.

The contact definition module 740 is configured to provide notificationto the responsible parties. According to an embodiment, the contactdefinition module 740 comprises an authorization control engine 742 andan alert control engine 744.

According to an embodiment, the authorization control engine 742 isconfigured to capture data for users that have access and/orauthorization to control and/or manage the replication servers 620 (FIG.6). This provides a mechanism to ensure that only authorized users havethe ability to manipulate the control states of the server systems.Exemplary data generated by the authorization control engine 742 maytake the following form: “Administrator #1 has access to MS Exchangeserver start and stop status”.

According to an embodiment, the alert control engine 744 is configuredto work in conjunction with the authorization control engine 742 toprovide the data continuity system 100 with the capability to alert andnotify the appropriate users of system state changes. Exemplary datagenerated by the alert control engine 744 may take the following form:“Administrator #1 is accessible at geminareadmin@geminare.org and viaSMS at 416-555-1212”.

The network definition module 750 is configured to provide network setupand remote access functions. According to an embodiment, the networkdefinition module 750 comprises a remote access engine 752 and a servercontrol engine 754.

According to an embodiment, the remote access engine 752 is configuredto connect the client network 16 (FIG. 1) to the data continuity system100 in order to provide remote access. The required controls, accessinformation, authentication and setup are defined according to theclient readiness assessment audit 710 (as described above) and utilizedby the remote access engine 752 to configure the connection. Exemplaryconnection data includes IPSec IP, Encryption Key and Layer information.

According to an embodiment, the replication engine 754 is configured toreplicate active data from the connected client network 16 (FIG. 1) tothe replication server(s) in the hardware layer 140 (FIG. 1), forexample, in real-time utilizing block level replication techniques.According to an embodiment, the replication parameters are defined inthe network definitions module 750 and comprise compression types,timing and locations, for example, “2:1 Compression”, “Transfer dataonly after 9 pm” and “Transfer to location c:/spool”.

The server definition module 760 is configured to define, i.e. create,replication servers on the hardware virtualization platform 620 (FIG. 6)in the hardware infrastructure 140 (FIG. 1) according to a serverdefinition. The replication server(s) are configured to replicate ormirror corresponding servers 14 on the client system 10 (FIG. 1).According to an embodiment, the server definition module 760 comprises aserver creation engine 762, a server validation engine 764, and a servercontrol engine 766.

According to an embodiment, the server creation engine 762 is configuredto create replication server(s) on the hardware virtualization platform620, based on a server definition that is created or generated by theclient readiness assessment audit 710 (FIG. 7) as described above. Anexemplary server definition generated by the client readiness assessmentaudit 710 may take the following form: “MS Exchange running 2003, on aWindows 2003 Server with 5 GB of RAM, 2×50 GB hard drives”.

According to an embodiment, the server validation engine 764 isconfigured to take the information that was entered in the serverdefinition module 760 (server creation engine 762) and process theinformation through one or more defined setup rules. The operation ofthe server validation engine 764 serves to ensure that a valid andappropriate server creation is performed for the hardware virtualizationplatform 620. According to an embodiment, the server validation engine764 looks for matching server configuration, version and setupinformation with pre-defined configuration data to ensure a match ismade within reasonable variations.

According to an embodiment, the server control engine 766 sets up acontrol system for each of the replication servers after the servercreation (762) and server validation (764) operations are performed.According to an embodiment, the control system is configured to allowthe replication process to be paused, started, stopped, imaged, rebuilt,run in a failover state, failed back, etc. It will be appreciated thatthe control system provides a mechanism for a client to control theirsystem after creation. An exemplary control system configurationcomprises: MS Exchange server is setup to Pause, Replication or Failoverstate.

The archive definition module 770 is configured to provide a mechanismfor defining archive control systems. According to an embodiment, thearchive definition module 770 comprises an archive creation engine 772and an archive storage engine 774.

According to an embodiment, the archive creation engine 772 isconfigured to generate an archive process to automatically archive dataout of the active system (i.e. replication servers) to an archivesystem. The archive process is based on the archive definition, whichaccording to an embodiment is based on data entered and/or generated bythe client readiness assessment audit module 710 (described above).According to an embodiment, the archive process defines an informationlevel and time-line at which data should be archived which is balancedor factored against the data management capability of the system. Anexemplary archive process comprises all data on MS Exchange server 001to be archived to database backup if older than 30 days.

According to an embodiment, the archive storage engine 774 is configuredto define a retention and control policy or process for the archiveddata. According to an embodiment, the retention and control policy isbased on information from the client readiness assessment audit module710 and defines how long the archived data should be kept and how muchdata should be kept. According to an embodiment, the portal 170 (FIG. 1)includes a component configured to allow a user to directly retrievedata from archive storage.

The support enablement module 780 is configured to provide a selfsupport system for a client. According to an embodiment, once the serverdata and preferences have been entered through the client readinessassessment audit module 710, the support enablement module 780 isconfigured to provide a support platform for client users to test andtroubleshoot their configured system on the data continuity system 100.According to an embodiment, the support enablement module 780 comprisesa capability enablement engine 782 and a capability control engine 784.

According to an embodiment, the capability enablement engine 782 isconfigured to allow an administrator to define the level of and accessto built-in tools for each user account. An exemplary definition foruser self-support comprises: user is able to test and see if the VPNnetwork is connected by sending ICMP packets through a VPN tunnel to thereplication servers on the data continuity system 100 as defined in thereadiness assessment network definition.

According to an embodiment, the capability control engine 784 isconfigured to allow a user to perform their own tests unassisted throughthe portal interface 170 (FIG. 1). The tests as defined by thecapability enablement engine 782 can range from VPN based tests, toservices tests and network responses. According to an aspect, the testscan be anything from VPN, services or network responses and are executedin real-time based on the definition in the capability enablement engine782. According to an embodiment, the system is configured with a VirtualNOC tab 905 (FIG. 9) to provide an interface for the capabilityenablement engine 782.

The software application components module or layer is indicated byreference 180 in FIG. 1 and according to an embodiment of the inventioncomprises the applications that run directly on the virtualized serverinstances in the hardware virtualization platform 620 (FIG. 6). Theapplication components typically comprise mail server applications,database server applications, file server applications and/or directoryservers. Exemplary application components include Microsoft Exchangeserver, Microsoft SQL server and Microsoft HS server. According toanother aspect, the software application components module 180 isconfigured to process incoming data once it has passed through all thesecurity and operational layers in the data continuity system 100, i.e.data that has been replicated through the data continuity system 100, asdescribed above. According to another aspect, the application componentsrepresent the actual server applications that are processing the datafor the users and are typically responsible for distributing the data aswell. According to another aspect, the hardware virtualization platform620 (FIG. 6) is configured to run multiple instances of the applicationcomponent(s). According to an embodiment, the data continuity system 100does not replicate the application layer within the server environmentonly the data that this layer uses and as such the software applicationcomponents layer 180 is utilized in the delivery of the information fromthe client servers 14 (FIG. 1) and the replication servers 620 (FIG. 6)in the hardware infrastructure layer 140 (FIG. 1). According to anotherembodiment, the application components module 180 includes a datareplication engine 182 or an application failover control engine 184 inorder to provide the capability to “swap out” a replication engine.

The archive components module is indicated by reference 190 in FIG. 1and according to an embodiment is configured to archive data from thedata continuity system 100 to a separate system (not shown). Forexample, once data has been collected, processed (e.g. replicated) andutilized within the data continuity system 100, it may need to bearchived out into a separate system, for example, based on criteria thatare defined according to the client readiness assessment audit module710 (FIG. 7) as described above. According to an embodiment, the archivecomponents module 190 comprises a hardware and software platform that isresponsible for directly archiving data out of the live system into aseparate hardware, software or Cloud storage platform for long termstorage. According to an embodiment, the archive component module 190 isimplemented with a hardware component utilizing a SAN™ storage device,or other type of shared storage environment hardware device or platform,and a software component comprising ArcServe™ archiving software orother type of backup/archiving software solution. According to anembodiment, the archive module 190 is enabled for duplication and backupof the entire existing environment configured for the user, or enabledfor duplication or copying of just the data within the environment forarchival purposes. According to another aspect, the archive module 190is configured to copy data in a live and “hot” state from one physicalsystem to the next for an “internal” high availability capability. Itwill be appreciated that by providing the capability to image an entireenvironment configured for a user (and duplicate it in real-time), thedata continuity system 100 is able to create exact archival andcompliant duplicates of client environments in a secure and auditableenvironment. According to another aspect, the archive process can beaudited and/or managed via the portal interface 170 (FIG. 1). Accordingto another embodiment, the archive process can be audited and/or managedvia the portal interface 170 (FIG. 1).

Reference is next made to FIGS. 8 to 14, which show a system accordingto an embodiment of the present invention configured for a multi-tenant,multi-instant management platform. The system is indicated generally byreference 810 in FIG. 8. The system 810 comprises a control system andmanagement portal 812, and a networking layer 820, a hardware layer 830,and a software layer 840 implemented for example as described above. Thesystem 810 interfaces to one or more client networks 802, indicatedindividually by references 802 a, 802 b, 802 c . . . 802 x, through thenetworking layer 820. The client networks 802 may comprise individualclients or subscribers of the services of the system 810 and/or clientsor customers of an entity or partner that provides/administers theservices of the system 810. For example, the client network 802 a maycomprise an individual client or customer, whereas the client networks802 b and 802 c comprise the customers of a partner associated with thesystem 810. According to an embodiment, the control system andmanagement portal 812 is configured to allow unlimited number ofpartners to manage an unlimited number of client networks 802 (e.g.customers) at the same time without having any impact on each other.According to one aspect, a corresponding client network 852 (e.g.“hosted version”), indicated individually by references 852 a, 852 b,852 c . . . 852 x (linked through the networking layer 820) is createdand an API interface is added/configured into the control and managementportal 810. The configuration allows partners or entities to view/managetheir respective client/customer installations privately at the sametime (for example, based on the security layers and mechanisms describedabove), for example, from a single screen, as will be described in moredetail below.

Reference is next made to FIG. 9, which is a screen shot of a loginadministrator screen indicated generally by reference 900. The loginscreen 900 is accessed from a Control Panel tab or link 901. Accordingto an embodiment, the login screen 900 is configured to recognize useraccess and configure the access controls according to the privileges,credentials, security and/or actions assigned or authorized for theparticular user. For example, the login screen 900 is configured torecognize “Administrators” 902, “Lead Partners” 904, “Partners” 906 and“Customers” 908. For the exemplary login depicted in FIG. 9, the loginscreen 900 is configured for an administrator login, and theadministrator is identified by a User Name field 910, an E-Mail Addressfield 912 and a Company Name field 914, and a Logout button 920.

As shown in FIG. 9, the user interface for the login 900 and otherscreens include other common or configurable menu items, such as a Mainscreen link 930, a Servers screen link 932, a Readiness Assessmentsscreen link 934, an Accounting and Billing screen link 936 and a Contactscreen link 938. The user interface also includes a Partner Portal tab903 and a Virtual NOC tab 905 as shown in FIG. 9.

Reference is next made to FIG. 10, which is a screen shot of a PartnerSearch screen indicated generally by reference 1000. The Partner Searchscreen 1000 is configured for searching partners (e.g. active partnersor other similar entities) on the system 800. The searchcontrols/parameters include “From” and “To” fields 1010, a “CompanyName” field 1012, a “Last Name” field 1014, a “First Name” field 1016and an “Email” field 1018. According to an embodiment, the searchresults are displayed in a “Search Results” window indicated generallyby reference 1020. According to another aspect, each of the searchpartners is displayed with an active “Manage” button or control 1030.According to an embodiment, the Manage button 1030 is configured toallow an entity, for example, an administrator with the requiredprivileges, to impersonate the selected partner.

Reference is next made to FIG. 11, which is a screen shot of anexemplary Manage Partner screen indicated generally by reference 1100.In accordance with this example, the administrator is logged-in (asindicated by reference 1102) and is configured to impersonate a Partner,e.g. “Geminare Incorporated”, (as indicated by reference 1104).According to an embodiment, the Manage Partner screen 1100 is configuredwith an “Open Readiness Assessments” field 1110 and a “View” button 1112for viewing the open readiness assessments. According to an embodiment,the Manage Partner screen 1100 includes a “News & Events” window 1120which is configured to display events associated with the partner. Thecontrol system 810 is configured to display/provide access to dataassociated with the selected partner (e.g. the partner beingimpersonated in this example). According to another aspect, activefields or buttons indicated generally by reference 1122 are provided andconfigured to display additional information or details associated withan event.

Reference is next made to FIG. 12, which is a screen shot of anexemplary Partner Search screen and is indicated generally by reference1200. The Partner Search screen 1200 includes a search results window1220 (for example, corresponding to 1020 in FIG. 10 as described above).The Partner Search screen 1200 is configured to allow a partner tosearch and access its entire client or customer base. As shown, thesearch results window 1220 is configured with a display showing alisting of the clients or customers (e.g. client networks) associatedwith the Partner. As shown in FIG. 12, each of the listings includes anactive “Manage” button 1222. This allows the partner to control theconfiguration and/or settings for each of the clients. As also depictedin FIG. 12, the Main menu button 930 has been activated and isconfigured with a Home button 930 a, a Change Details button 930 b and aChange Password button 930 c. The state of the partner (e.g. GeminareIncorporated) being impersonated by the administrator is indicated bythe display boxes or fields 1102 and 1104.

Reference is next made to FIG. 13, which is a screen shot of a Servercontrol screen indicated generally by reference 1300. The Server controlscreen 1300 is displayed in response to the Servers button 932 beingclicked and provides a listing 1310 of the control systems (e.g.servers) for the customers associated with the partner. According to anembodiment, the Server control screen 1300 is configured with controlbuttons 1312, 1314 for accessing and/or controlling features and/orfunctions associated with the hardware/software (e.g. server) for aclient or customer. According to this aspect, the Server control screen1300 provides the capability for a partner (or an entity legitimatelyimpersonating the partner) to access the control systems and functionsacross the entire customer base associated with the partner.

Reference is next made to FIG. 14, which is a screen shot of a ReadinessAssessments control screen indicated generally by reference 1400. TheReadiness Assessments control screen 1400 is displayed in response tothe Readiness Assessments button 932 being clicked and provides alisting 1410 of the readiness assessment for each of the customersassociated with the partner. According to an embodiment, the ReadinessAssessments control screen 1400 is configured with a respective Editcontrol button 1412 and a Review control button 1414. Using the Edit1412 and Review 1414 control buttons, the partner (or other authorizeduser) can access/control the functions associated with the readinessassessment tool for example as described above.

The functionality and features associated with the control system andmanagement portal 810 (FIG. 8) and/or the user interface screens orwindows (FIGS. 9 to 14) for the control system and management portal 810as described above and in accordance with the embodiments may beimplemented in the form of one or more software objects, components, orcomputer programs or program modules in the server and/or the clientmachines. Further, at least some or all of the software objects,components or modules can be hard-coded into processing units and/orread only memories or other non-volatile storage media in the mobilecommunication device, server and/or other components or modules depictedin the drawings. The specific implementation details of the softwareobjects and/or program modules will be within the knowledge andunderstanding of one skilled in the art.

The present invention may be embodied in other specific forms withoutdeparting from the spirit or essential characteristics thereof. Certainadaptations and modifications of the invention will be obvious to thoseskilled in the art. Therefore, the presently discussed embodiments areconsidered to be illustrative and not restrictive, the scope of theinvention being indicated by the appended claims rather than theforegoing description, and all changes which come within the meaning andrange of equivalency of the claims are therefore intended to be embracedtherein.

What is claimed is:
 1. A system for providing data continuity for aplurality of client systems, wherein the plurality of client systemsinclude locally and remotely accessible client systems, said systemcomprising: a security infrastructure comprising a first microprocessorand authorizing communication with the client systems; a hardwareinfrastructure comprising a second microprocessor and a replicationengine creating one or more virtual servers, and said one or morevirtual servers being configured for storing at least some of the datareceived from the client systems; said replication engine beingconfigured to replicate said received data at a system level or on ablock level in real-time; a portal configured for providing an entityaccess to local and remote resources, said local and remote resourcescomprising the one or more virtual servers associated with one or moreof the client systems; said security infrastructure and said hardwareinstruction, and said access being based on credentials associated withsaid entity, wherein the portal includes a page presenting a graphicaluser interface input element configured to receive a user input, whereinthe one or more virtual servers is configurable based on the user input;and an access control mechanism configured to provide said entity withaccess to said local and remote resources for an unassociated clientbased on access rights granted to impersonate said unassociated client,wherein said entity comprises a partner, a management entity or anadministrative entity, and one or more of the client systems comprisecustomers of said partner, said portal is configured to allow saidpartner to control the configuration of the virtual servers associatedwith said customers, and said portal is further configured to allow saidentity to impersonate one or more of said customers and directly controlthe configuration of the virtual servers associated with said one ormore customers.
 2. The system as claimed in claim 1, further includingan applications module, said applications module being configured to runone or more application programs on some of the data received from oneof the client systems, and said one or more application programscorresponding to application programs running on the client system, andsaid applications module being configured to receive one or morecommands from said portal, said one or more commands comprising commandsto test at least some of said data independently of the client system.3. The system as claimed in claim 2, wherein said portal is configuredto allow said entity to define, modify or delete a data managementconfiguration and an administration configuration for said hardwareinfrastructure or said applications module corresponding to theassociated client system.
 4. A system for providing data continuity andmanagement thereof for one or more client systems, said systemcomprising: a communication and network interface comprising a firstmicroprocessor and providing a secure connection for receiving data fromthe one or more client systems; a security infrastructure comprising asecond microprocessor and authorizing communication with the one or morethe client systems; a hardware infrastructure comprising a thirdmicroprocessor and a hardware virtualization controller and a hardwarevirtualization platform, said hardware virtualization platform creatingone or more virtual servers associated with the one or more clientsystems, and said one or more virtual servers being configured forstoring at least some of the data received from the one or more clientsystems, and said hardware virtualization controller being configured tomanage allocation of resources for said one or more virtual serversunder said hardware virtualization platform; an applications module,said applications module being configured to run one or more applicationprograms on some of the data received from one of the client systems,and said one or more application programs corresponding to applicationprograms running on the client system; a control platform comprising afourth microprocessor and providing an entity access to call local andremote resources, said local and remote resources comprising componentsassociated with said one or more virtual servers and said securityinfrastructure and said hardware infrastructure; and said controlplatform comprising a portal configured to provide said access based oncredentials associated with said entity, wherein the portal includes apage presenting a graphical user interface input element configured toreceive a user input, wherein the one or more virtual servers isconfigurable based on the user input, wherein said control platformcomprises a network definition module configured to define a datacontinuity process associated with said entity, and comprising a remoteaccess engine and a replication engine, wherein said remote accessengine is configured to couple said client system, and said controlplatform is further configured to be responsive to a setup configurationfor said data continuity process received via said portal.
 5. The systemas claimed in claim 4, wherein said control platform includes a datacontinuity process module responsive to said data collected for saidclient audit and readiness assessment module and configured to generatea network configuration comprising said one or more virtual servers forsaid data continuity process associated with said entity.
 6. The systemof claim 4, wherein the portal is configured to allow the entity todefine, modify, or delete a data management configuration or anadministration configuration for the hardware infrastructure or theapplications module corresponding to the associated client system.